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Non-Tech : Kirk's Market Thoughts
COHR 175.05-1.9%3:59 PM EST
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To: moorso who wrote (24691)6/7/2025 11:24:19 AM
From: robert b furman1 Recommendation

Recommended By
toccodolce

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Hi Morso,

Now there's some KOOL AID I can drink.

Thanks for that.

Cohu is the hardest stock to own in the world. Only a few stocks can give one a 161% retrace of wave 5 of wave 2.

They dominate the test handling of almost every chip made except for Wafer chip packaging scale chips and they do some Advanced handling there too!

They have rolled up all types of handling via acquisition mostly in downturns.

I first bought into Cohu in 1978. Been in and out of it three times over the years.

The volume of chips made and tested has exponentially grown.

They have finally gained scale (servicing 24,800 machines most of which run 24/360 days a year) to be breakeven/marginally profitable in the trough periods of chip making cycles.

With the most diverse product mix ever, their new systems will flourish as the fabs being built in the USA begin to fill with chip making equipment.

It is not if, it is but when?

I'm in agreement that the bottom is in, and the wait is not long.

I've been buying he dip on this one for years. <smile>.

I love the 1000 shares at $13.50 now up almost almost 5 points.

It will be fun to add a zero to that!

Thanks for great count and the support - it been scarce of late.

GIDDY UP!

Bob
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